Integrated Capital Management, LLC
BLOOMFIELD MI · SEC CIK 0002040070
$2.37亿2026Q1 申报市值
62持仓数
79.6%前十大占比 · 第一大 14.1%
7 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$1,094.07万
VO 加仓+$765.76万
FESM 新建仓+$445.70万
QQQM 加仓+$104.84万
MGV 加仓+$73.59万
2026Q1 卖出最多 按季末市值估算
DBEF 减仓-$976.70万
IVOG 减仓-$323.95万
VOE 减仓-$289.71万
AVUV 减仓-$242.52万
GOOGL 减仓-$58.09万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,354.00万 | 14.15% | 51,346 | 267 | 0.5% | $17.44万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,988.51万 | 12.60% | 206,175 | 5,077 | 2.5% | $73.59万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,802.00万 | 11.82% | 117,919 | 4,412 | 3.9% | $104.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,705.86万 | 11.41% | 94,222 | 26,665 | 39.5% | $765.76万 | 加仓 |
| GOOGL | ALPHABET INC | $1,768.64万 | 7.46% | 61,505 | -2,020 | -3.2% | -$58.09万 | 减仓 |
| EFV | ISHARES TR | $1,377.80万 | 5.81% | 185,312 | 4,109 | 2.3% | $30.55万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,308.04万 | 5.52% | 369,816 | 11,527 | 3.2% | $40.77万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,198.65万 | 5.06% | 187,055 | 170,734 | 1,046.1% | $1,094.07万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $841.26万 | 3.55% | 110,662 | 4,817 | 4.6% | $36.62万 | 加仓 |
| SOXX | ISHARES TR | $530.61万 | 2.24% | 16,145 | -959 | -5.6% | -$31.52万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $521.64万 | 2.20% | 111,200 | 2,753 | 2.5% | $12.91万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $445.70万 | 1.88% | 117,289 | 117,289 | — | $445.70万 | 新建仓 |
| DBEF | DBX ETF TR | $406.60万 | 1.71% | 82,308 | -197,712 | -70.6% | -$976.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $338.88万 | 1.43% | 62,697 | 2,227 | 3.7% | $12.04万 | 加仓 |
| AAPL | APPLE INC | $278.73万 | 1.18% | 10,983 | -462 | -4.0% | -$11.72万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $213.85万 | 0.90% | 6,671 | -105 | -1.5% | -$3.37万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $158.14万 | 0.67% | 51,078 | 127 | 0.2% | $3,932 | 加仓 |
| HYG | ISHARES TR | $151.35万 | 0.64% | 19,023 | 546 | 3.0% | $4.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $147.74万 | 0.62% | 3,991 | 299 | 8.1% | $11.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $134.26万 | 0.57% | 7,698 | 871 | 12.8% | $15.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $130.62万 | 0.55% | 2,186 | -431 | -16.5% | -$25.75万 | 减仓 |
| AMZN | AMAZON COM INC | $127.32万 | 0.54% | 6,113 | 376 | 6.6% | $7.83万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $99.90万 | 0.42% | 4,801 | 34 | 0.7% | $7,075 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $87.76万 | 0.37% | 11,587 | 1,665 | 16.8% | $12.61万 | 加仓 |
| GOOG | ALPHABET INC | $80.97万 | 0.34% | 2,823 | 2 | 0.1% | $574 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $77.06万 | 0.33% | 6,976 | -21,955 | -75.9% | -$242.52万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $74.93万 | 0.32% | 5,993 | -25,909 | -81.2% | -$323.95万 | 减仓 |
| USMV | ISHARES TR | $74.76万 | 0.32% | 8,061 | 35 | 0.4% | $3,246 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.89万 | 0.31% | 1,521 | -5 | -0.3% | -$2,396 | 减仓 |
| IVW | ISHARES TR | $71.47万 | 0.30% | 6,318 | 5 | 0.1% | $566 | 加仓 |
| JNK | SPDR SERIES TRUST | $67.35万 | 0.28% | 7,036 | 235 | 3.5% | $2.25万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $66.10万 | 0.28% | 2,187 | -26 | -1.2% | -$7,859 | 减仓 |
| VOE | VANGUARD INDEX FDS | $64.08万 | 0.27% | 3,477 | -15,719 | -81.9% | -$289.71万 | 减仓 |
| IVE | ISHARES TR | $63.38万 | 0.27% | 3,002 | 12 | 0.4% | $2,533 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $54.12万 | 0.23% | 5,319 | -896 | -14.4% | -$9.12万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $53.54万 | 0.23% | 1,820 | 172 | 10.4% | $5.06万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $49.63万 | 0.21% | 1,136 | 21 | 1.9% | $9,175 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $45.80万 | 0.19% | 3,446 | -13 | -0.4% | -$1,728 | 减仓 |
| IYW | ISHARES TR | $40.07万 | 0.17% | 2,209 | -752 | -25.4% | -$13.64万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.05万 | 0.17% | 1,160 | -235 | -16.8% | -$8.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $39.69万 | 0.17% | 2,023 | -99 | -4.7% | -$1.94万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.07万 | 0.16% | 782 | 2 | 0.3% | $999 | 加仓 |
| FLOT | ISHARES TR | $32.54万 | 0.14% | 6,387 | 76 | 1.2% | $3,872 | 加仓 |
| SHYG | ISHARES TR | $32.08万 | 0.14% | 7,583 | 92 | 1.2% | $3,893 | 加仓 |
| AFL | AFLAC INC | $31.78万 | 0.13% | 2,897 | -7 | -0.2% | -$768 | 减仓 |
| META | META PLATFORMS INC | $31.16万 | 0.13% | 545 | 173 | 46.5% | $9.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.80万 | 0.13% | 458 | -162 | -26.1% | -$10.54万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $28.28万 | 0.12% | 6,087 | 2 | 0.0% | $93 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.73万 | 0.11% | 6,958 | 1,984 | 39.9% | $7.62万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $26.48万 | 0.11% | 5,233 | 137 | 2.7% | $6,934 | 加仓 |
| MINT | PIMCO ETF TR | $26.12万 | 0.11% | 2,597 | 32 | 1.2% | $3,218 | 加仓 |
| AVGO | BROADCOM INC | $26.08万 | 0.11% | 843 | 52 | 6.6% | $1.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $24.86万 | 0.10% | 1,017 | -58 | -5.4% | -$1.42万 | 减仓 |
| IEMG | ISHARES INC | $24.30万 | 0.10% | 3,483 | -152 | -4.2% | -$1.06万 | 减仓 |
| IWR | ISHARES TR | $24.10万 | 0.10% | 2,479 | 2,479 | — | $24.10万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.04万 | 0.10% | 1,417 | 1,417 | — | $24.04万 | 新建仓 |
| SCZ | ISHARES TR | $23.32万 | 0.10% | 2,974 | -1,050 | -26.1% | -$8.23万 | 减仓 |
| IWM | ISHARES TR | $22.07万 | 0.09% | 890 | 890 | — | $22.07万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.56万 | 0.09% | 638 | 638 | — | $21.56万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $20.78万 | 0.09% | 1,854 | 6 | 0.3% | $673 | 加仓 |
| HDV | ISHARES TR | $20.76万 | 0.09% | 1,530 | 1,530 | — | $20.76万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $20.13万 | 0.08% | 1,718 | 1,718 | — | $20.13万 | 新建仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,077 | -100.0% | -$22.89万 | 清仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,733 | -100.0% | -$21.02万 | 清仓 |